Chief Financial Advisors

Executive Financial Consulting

Menu of Services

CFO/CONTROLLER SERVICES:

Part-time or interim services to assist business owners with financial oversight of their business. Provide oversight of financials or finance team to provide separation of duties (internal control for fraud prevention) or handle sensitive information, such as payroll. Instead of hiring a full-time Controller or CFO, you can have help when you need it at a fraction of the cost. 

FINANCIAL - CASH FLOW MANAGEMENT AND FORECASTING:

Design, preparation, and analysis of monthly reports to help business owners interpret business data and results in order to make business decisions. Analysis of past, present, and future cash flow help facilitate informed business decisions on timing and strategy.     

BUSINESS PROCESS IMPROVEMENT:

Analysis of business processes for opportunities to improve quality and efficiency.   A business confidant to discuss ideas, best practices, and strategies.

COST SAVINGS ANALYSIS:

Strategic analysis of fixed and variable expenses for opportunities to reduce or optimize spending while preserving operating effectiveness and promoting growth.  

INTERNAL CONTROL ASSESSMENTS:

Evaluate current financial and operating process to insure proper controls in place to help prevent errors and fraud. Why? Private businesses are more susceptible to fraud due to fewer resources (staffing) available to separate duties.  Small changes, such as implementing management review each month, can make a big difference. The perception of periodic reviews can reduce your risk of loss from fraud or errors.  


I can help you prepare a customized monthly checklist for conducting your own monthly review, or perform the independent review for you.

FORENSIC ACCOUNTING:

Investigative accounting and auditing to assess whether fraud has occurred or to support legal disputes with proper evidence and analysis.  If your business has already been a victim of fraud, I can help with the financial clean up and get the business back on the right track.